Getting Started

• ★ NextGen Overview
• PEM Functionality & Linked Presentations
• Update Your Logo & Photo in the Software
• The PEM & Spending Game to demonstrate cash value life insurance
• NextGen Download the Software
• Dashboard & Navigation Quick Tour

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Configuring Your Settings

• Updating the Disclosure Statement
• Custom Settings

How To Videos

• ★ Import Contact cow4 File
• Add my "Pushpin" to the Referral Center Map
• How to Turn on Contact Privacy Mode
• Retirement Ready or Not Show Company Match
• Retirement Ready or Not Functionality Walk-Through
• How to Change Target Culture to Canadian in NextGen

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FAQs

• Updating your Members site and NextGen access password
• What does my Login Error Message mean?
• My Courses - Group Training Resources
• Can I still use my the Windows Legacy Circle of Wealth®?
• Will my Communication Profile clients and reports be available in NextGen?

Import / Export

• How to Import a Contact File (cow4)
• Import /Export Overview
• Export & Import Legacy COW file into NextGen
• Import Contacts via a CSV File
• Import Legacy Custom Presentation
• Import Legacy Spending Game

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Release Notes & Videos

• 02-26-2021 Software Updates & Release
• 01-29-2021 Updates & New Presentations

Video Hosting

• Locating Client-ready Videos & Articles in your FMG Website
• Video Hosting Overview